Latest Institutional Transactions on First Tr ETF Fd Iv First Tr Lo (LMBS)
This table provides information on the latest institutional transactions involving First Tr ETF Fd Iv First Tr Lo (LMBS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
24.9K+ 9.52% |
$1.22M - $1.24M
|
286K
$14.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-1.7K- 12.46% |
$83.2K - $84.8K
|
11.9K
$596K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.21K- 4.52% |
$59.5K - $60.7K
|
25.6K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.6K+ 8.21% |
$176K - $180K
|
47.4K
$2.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.78K+ 33.06% |
$283K - $289K
|
23.3K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
69+ 0.93% |
$3.38K - $3.45K
|
7.48K
$374K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
160K+ 29.14% |
$7.86M - $8.01M
|
710K
$35.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-980- 12.63% |
$48.1K - $49K
|
6.78K
$339K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
39+ 37.86% |
$1.91K - $1.95K
|
142
$7.09K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
80K+ 103.82% |
$3.93M - $4M
|
157K
$7.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-2.51K- 1.87% |
$123K - $126K
|
132K
$6.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-220- 20.05% |
$10.8K - $11K
|
877
$43.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
242K+ 66.67% |
$11.9M - $12.1M
|
605K
$30.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
307+ 5.52% |
$15.1K - $15.3K
|
5.87K
$293K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-38.9K- 41.43% |
$1.91M - $1.94M
|
54.9K
$2.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.53K- 13.09% |
$124K - $126K
|
16.8K
$838K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.76K+ 211.42% |
$184K - $188K
|
5.54K
$277K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
15.1K+ 11.29% |
$741K - $755K
|
149K
$7.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-573- 35.9% |
$28.1K - $28.6K
|
1.02K
$51.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.65K- 4.01% |
$80.8K - $82.3K
|
39.4K
$1.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-1.26K- 7.94% |
$61.6K - $62.7K
|
14.5K
$727K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 2.86% |
$49.1 - $50
|
36
$1.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
20.6K+ 6.74% |
$1.01M - $1.03M
|
327K
$16.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-6.13K- 53.96% |
$301K - $306K
|
5.23K
$261K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-109K- 95.57% |
$5.34M - $5.44M
|
5.05K
$252K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.04K+ 23.16% |
$51K - $51.9K
|
5.53K
$276K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.41K- 2.03% |
$69.1K - $70.4K
|
68K
$3.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.63K+ 4.31% |
$80K - $81.5K
|
39.4K
$1.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-61.7K- 84.74% |
$3.03M - $3.08M
|
11.1K
$555K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15K+ 8.69% |
$734K - $748K
|
187K
$9.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Holistic Financial Partners
|
SELL
|
- |
-175- 3.86% |
$8.58K - $8.75K
|
4.35K
$217K
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
16.3KNew |
$798K - $813K
|
16.3K
$813K
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
24.5K+ 12.26% |
$1.2M - $1.22M
|
224K
$11.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
8.33K+ 109.6% |
$409K - $417K
|
15.9K
$796K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-83.4K- 49.36% |
$4.09M - $4.17M
|
85.5K
$4.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11+ 0.31% |
$540 - $550
|
3.54K
$177K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.9K+ 3.59% |
$93K - $94.8K
|
54.7K
$2.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
228+ 0.45% |
$11.2K - $11.4K
|
50.9K
$2.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
17.2K+ 13.94% |
$843K - $859K
|
140K
$7.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
236+ 5.67% |
$11.6K - $11.8K
|
4.4K
$220K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.05K- 2.26% |
$51.6K - $52.5K
|
45.5K
$2.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-171- 0.95% |
$8.39K - $8.55K
|
17.9K
$893K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.27K+ 8.7% |
$112K - $114K
|
28.4K
$1.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
647+ 2.72% |
$31.7K - $32.3K
|
24.4K
$1.22M
|
|
|
Nov 07, 2025
Q3 2025
|
626 Financial, LLC
|
SELL
|
- |
-1.94K- 12.4% |
$95.1K - $96.9K
|
13.7K
$685K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18.8K- 14.88% |
$924K - $941K
|
108K
$5.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 8.01% |
$56.4K - $57.5K
|
15.5K
$775K
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-21.4K- 71.42% |
$1.05M - $1.07M
|
8.56K
$428K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
14.6K+ 15.6% |
$715K - $729K
|
108K
$5.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.54K+ 1.7% |
$370K - $377K
|
451K
$22.5M
|
|